1858 Wealth Management, LLC Wisdomtree Tr Currency Hedged Call Options Transaction History
1858 Wealth Management, LLC
- $105 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DDWM
# of Institutions
69Shares Held
6.24MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC956KShares$33.2 Million0.02% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL878KShares$30.5 Million0.05% of portfolio
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Fundamentun, LLC Beachwood, OH495KShares$17.2 Million1.77% of portfolio
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Exchange Capital Management, Inc.480KShares$16.7 Million2.75% of portfolio
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Steward Partners Investment Advisory, LLC394KShares$13.7 Million0.15% of portfolio